OSXman 12/5/2012 | 4:06:16 PM
re: Ikanos Reaches for DSL Breadth

I would be interested in hearing thoughts and comments on this deal.  The stock market certainly wasn't impressed. 

There is not a lot of financial information on the income statement of the acquired operations, but revenues have declined significantly at this division over the last two years. 

It is hard for me to see why the resulting company is particularly attractive.  I am sure a lot of costs will be cut, but you are basically taking a business that is potentiall a growth business but isn't and saddling it with a somewhat larger legacy business that has been declining quite rapidly.  Rearranging the deck chairs is right IMO. 

How does Tallwood plan to exit this deal?

bollocks187 12/5/2012 | 4:06:02 PM
re: Ikanos Reaches for DSL Breadth

Tallwood must have some magic deal in the works.  With Ikanos struggling and Conexant xdsl business "scrappy" to say the least it is perpelxing to see the light at the end of the tunnel. 

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